<rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>Hacker News: cl42</title><link>https://news.ycombinator.com/user?id=cl42</link><description>Hacker News RSS</description><docs>https://hnrss.org/</docs><generator>hnrss v2.1.1</generator><lastBuildDate>Wed, 02 Sep 2026 22:30:25 +0000</lastBuildDate><atom:link href="https://hnrss.org/user?id=cl42" rel="self" type="application/rss+xml"></atom:link><item><title><![CDATA[Anthropic launches AI agent blueprints for retailers ahead of holiday shopping]]></title><description><![CDATA[
<p>Article URL: <a href="https://www.reuters.com/business/retail-consumer/anthropic-launches-ai-agent-blueprints-retailers-ahead-holiday-shopping-season-2026-09-02/">https://www.reuters.com/business/retail-consumer/anthropic-launches-ai-agent-blueprints-retailers-ahead-holiday-shopping-season-2026-09-02/</a></p>
<p>Comments URL: <a href="https://news.ycombinator.com/item?id=49539611">https://news.ycombinator.com/item?id=49539611</a></p>
<p>Points: 2</p>
<p># Comments: 0</p>
]]></description><pubDate>Wed, 02 Sep 2026 17:34:12 +0000</pubDate><link>https://www.reuters.com/business/retail-consumer/anthropic-launches-ai-agent-blueprints-retailers-ahead-holiday-shopping-season-2026-09-02/</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49539611</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49539611</guid></item><item><title><![CDATA[New comment by cl42 in "State of Open Models: Summer 2026 Observations"]]></title><description><![CDATA[
<p>I recently read a few articles about how the harness is a bigger factor to successful LLM usage and wish they discussed this here.<p>I use GLM-5.3, Qwen3.8, Claude (all of 'em), GPT Sol/Luna/Terra across direct API calls + local models where I can (128GB Macbook Pro)... The harness and whether the model or underlying system prompts know how to make the best use of iterative LLM calls makes <i>such</i> a big difference...<p>For example: one-off articles on a news topic (e.g., "Update me on the US-Canada relations") yields very similar results across all models... But "run a web search, write a draft perspective from three points of view, and structure data around it" will make everything but Claude + GPT struggle.</p>
]]></description><pubDate>Tue, 01 Sep 2026 16:05:59 +0000</pubDate><link>https://news.ycombinator.com/item?id=49523918</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49523918</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49523918</guid></item><item><title><![CDATA[New comment by cl42 in "Meta projected to spend $10B on Anthropic AI"]]></title><description><![CDATA[
<p>Meta is also one of Microsoft's largest AI customers.<p><a href="https://www.bloomberg.com/news/articles/2026-08-20/meta-has-quietly-become-one-of-microsoft-s-largest-ai-customers" rel="nofollow">https://www.bloomberg.com/news/articles/2026-08-20/meta-has-...</a></p>
]]></description><pubDate>Thu, 27 Aug 2026 16:15:07 +0000</pubDate><link>https://news.ycombinator.com/item?id=49467217</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49467217</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49467217</guid></item><item><title><![CDATA[Charting the trillion-dollar TAM wars]]></title><description><![CDATA[
<p>Article URL: <a href="https://www.ft.com/content/5b479f2e-6b34-4373-b65b-531b92bac816">https://www.ft.com/content/5b479f2e-6b34-4373-b65b-531b92bac816</a></p>
<p>Comments URL: <a href="https://news.ycombinator.com/item?id=49453762">https://news.ycombinator.com/item?id=49453762</a></p>
<p>Points: 3</p>
<p># Comments: 0</p>
]]></description><pubDate>Wed, 26 Aug 2026 18:38:25 +0000</pubDate><link>https://www.ft.com/content/5b479f2e-6b34-4373-b65b-531b92bac816</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49453762</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49453762</guid></item><item><title><![CDATA[The AI Trade Is Becoming a Macro Trade]]></title><description><![CDATA[
<p>Article URL: <a href="https://www.emergingtrajectories.com/lh/ai-trade-is-macro/">https://www.emergingtrajectories.com/lh/ai-trade-is-macro/</a></p>
<p>Comments URL: <a href="https://news.ycombinator.com/item?id=49437110">https://news.ycombinator.com/item?id=49437110</a></p>
<p>Points: 3</p>
<p># Comments: 0</p>
]]></description><pubDate>Tue, 25 Aug 2026 16:55:57 +0000</pubDate><link>https://www.emergingtrajectories.com/lh/ai-trade-is-macro/</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49437110</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49437110</guid></item><item><title><![CDATA[Greenwich moon time? The high-stakes race to set lunar clocks]]></title><description><![CDATA[
<p>Article URL: <a href="https://www.ft.com/content/d09e9c05-60c8-4c8a-8230-a5476a049b88">https://www.ft.com/content/d09e9c05-60c8-4c8a-8230-a5476a049b88</a></p>
<p>Comments URL: <a href="https://news.ycombinator.com/item?id=49401135">https://news.ycombinator.com/item?id=49401135</a></p>
<p>Points: 3</p>
<p># Comments: 0</p>
]]></description><pubDate>Sat, 22 Aug 2026 16:12:22 +0000</pubDate><link>https://www.ft.com/content/d09e9c05-60c8-4c8a-8230-a5476a049b88</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49401135</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49401135</guid></item><item><title><![CDATA[Inevitable Architecture]]></title><description><![CDATA[
<p>Article URL: <a href="https://lebbeuswoods.wordpress.com/2012/07/09/inevitable-architecture/">https://lebbeuswoods.wordpress.com/2012/07/09/inevitable-architecture/</a></p>
<p>Comments URL: <a href="https://news.ycombinator.com/item?id=49396436">https://news.ycombinator.com/item?id=49396436</a></p>
<p>Points: 2</p>
<p># Comments: 0</p>
]]></description><pubDate>Sat, 22 Aug 2026 03:58:20 +0000</pubDate><link>https://lebbeuswoods.wordpress.com/2012/07/09/inevitable-architecture/</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49396436</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49396436</guid></item><item><title><![CDATA[New comment by cl42 in "Citadel offloads 80% of portfolio scooped up from Situational Awareness"]]></title><description><![CDATA[
<p>> Citadel has sold more than 80 per cent of the portfolio it took on from buying the majority of Situational Awareness’s stock bets last month after the AI-focused hedge fund was almost toppled by the recent tech sell-off.<p>...<p>> “Over our nearly thirty-six-year history, we have prided ourselves on being front-footed and proactive during periods of market dislocation,” Griffin wrote. The firm’s flagship fund was up 6 per cent in July, while many of its rivals lost money or were relatively flat.</p>
]]></description><pubDate>Fri, 21 Aug 2026 17:48:13 +0000</pubDate><link>https://news.ycombinator.com/item?id=49391587</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49391587</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49391587</guid></item><item><title><![CDATA[Citadel offloads 80% of portfolio scooped up from Situational Awareness]]></title><description><![CDATA[
<p>Article URL: <a href="https://www.ft.com/content/1603577e-89d8-4cfa-884b-b83fbb8dd20e">https://www.ft.com/content/1603577e-89d8-4cfa-884b-b83fbb8dd20e</a></p>
<p>Comments URL: <a href="https://news.ycombinator.com/item?id=49391570">https://news.ycombinator.com/item?id=49391570</a></p>
<p>Points: 4</p>
<p># Comments: 1</p>
]]></description><pubDate>Fri, 21 Aug 2026 17:46:53 +0000</pubDate><link>https://www.ft.com/content/1603577e-89d8-4cfa-884b-b83fbb8dd20e</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49391570</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49391570</guid></item><item><title><![CDATA[Option Prices Imply Little Will Happen This Coming Month]]></title><description><![CDATA[
<p>Article URL: <a href="https://www.emergingtrajectories.com/lh/cboe-indices-too-calm/">https://www.emergingtrajectories.com/lh/cboe-indices-too-calm/</a></p>
<p>Comments URL: <a href="https://news.ycombinator.com/item?id=49332101">https://news.ycombinator.com/item?id=49332101</a></p>
<p>Points: 2</p>
<p># Comments: 0</p>
]]></description><pubDate>Mon, 17 Aug 2026 14:56:03 +0000</pubDate><link>https://www.emergingtrajectories.com/lh/cboe-indices-too-calm/</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49332101</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49332101</guid></item><item><title><![CDATA[New comment by cl42 in "The Tradeoffs Facing Japan's Economy"]]></title><description><![CDATA[
<p>I see. Well, feel free to disagree with my insights and ideas; it makes us all better for it.<p>But refrain from unfounded allegations of AI slop or incompetence. Gatekeeping is even worse.<p>EDIT: you keep editing your comments. I'm going to stop engaging with you since one can't even have a linear discussion. Good luck with your research and ideas. If you are an expert on Japan, I encourage you to share your views in the general comments here.</p>
]]></description><pubDate>Tue, 11 Aug 2026 19:36:08 +0000</pubDate><link>https://news.ycombinator.com/item?id=49263344</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49263344</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49263344</guid></item><item><title><![CDATA[New comment by cl42 in "The Tradeoffs Facing Japan's Economy"]]></title><description><![CDATA[
<p>Author here. Everything is written by me, by hand. What makes you think it's AI slop?<p>I see you edited your comment. Yes, we use LLMs to monitor news --- otherwise we wouldn't be able to read Japanese news sites or policy documents. However, the articles and analysis are written "manually". I take this very seriously --- the only "AI" is spelling + grammar checking.</p>
]]></description><pubDate>Tue, 11 Aug 2026 19:32:12 +0000</pubDate><link>https://news.ycombinator.com/item?id=49263291</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49263291</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49263291</guid></item><item><title><![CDATA[The Tradeoffs Facing Japan's Economy]]></title><description><![CDATA[
<p>Article URL: <a href="https://www.emergingtrajectories.com/lh/japan-economy-tradeoffs/">https://www.emergingtrajectories.com/lh/japan-economy-tradeoffs/</a></p>
<p>Comments URL: <a href="https://news.ycombinator.com/item?id=49262761">https://news.ycombinator.com/item?id=49262761</a></p>
<p>Points: 48</p>
<p># Comments: 45</p>
]]></description><pubDate>Tue, 11 Aug 2026 18:47:54 +0000</pubDate><link>https://www.emergingtrajectories.com/lh/japan-economy-tradeoffs/</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49262761</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49262761</guid></item><item><title><![CDATA[New comment by cl42 in "Japan and the US Supported the Yen Last Week"]]></title><description><![CDATA[
<p>This goes into the details of the mechanics of what an intervention entails---who does what, why, etc.</p>
]]></description><pubDate>Mon, 10 Aug 2026 16:01:16 +0000</pubDate><link>https://news.ycombinator.com/item?id=49245466</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49245466</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49245466</guid></item><item><title><![CDATA[Japan and the US Supported the Yen Last Week]]></title><description><![CDATA[
<p>Article URL: <a href="https://www.emergingtrajectories.com/lh/us-japan-yen-intervention/">https://www.emergingtrajectories.com/lh/us-japan-yen-intervention/</a></p>
<p>Comments URL: <a href="https://news.ycombinator.com/item?id=49245280">https://news.ycombinator.com/item?id=49245280</a></p>
<p>Points: 2</p>
<p># Comments: 2</p>
]]></description><pubDate>Mon, 10 Aug 2026 15:50:55 +0000</pubDate><link>https://www.emergingtrajectories.com/lh/us-japan-yen-intervention/</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49245280</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49245280</guid></item><item><title><![CDATA[New comment by cl42 in "The AI Bailout Could Be Baked into the AI Bubble"]]></title><description><![CDATA[
<p>I'd be more concerned about private credit socializing losses and being bailed out, than bad AI loans leading to private credit problems which then lead to the bailout.<p>Private credit has a million other problems right now, like bad loans to auto parts dealers[1], iron traders[2], and so many more.<p>The issue is lack of due process in private credit. THAT is the huge @#$%ing problem.<p>[1] <a href="https://www.bloomberg.com/news/articles/2026-07-28/first-brands-bankruptcy-lawsuits-around-alleged-fraud-seek-to-recoup-billions" rel="nofollow">https://www.bloomberg.com/news/articles/2026-07-28/first-bra...</a><p>[2] <a href="https://www.bloomberg.com/news/articles/2026-07-31/vitol-cargill-cut-ties-with-radiant-world-amid-fake-invoice-concerns" rel="nofollow">https://www.bloomberg.com/news/articles/2026-07-31/vitol-car...</a></p>
]]></description><pubDate>Mon, 03 Aug 2026 21:09:58 +0000</pubDate><link>https://news.ycombinator.com/item?id=49161471</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49161471</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49161471</guid></item><item><title><![CDATA[New comment by cl42 in "Situational Awareness and the Impending Stock Market Volatility"]]></title><description><![CDATA[
<p>I generally agree with you but given your comments, you might enjoy some additional details... Or please challenge me if you think I am wrong.<p>I've been paying for order-level data feeds on stocks and one thing you'll find is that a lot of the 'sensitive' trades will be anonymized or broken down in different ways to obfuscate who is trading. Citadel would still be able to see there's a surprising level of interest in a certain stock but might not be able to deduce it's one actor. A broker working for SA should know they need to do this, as it helps the broker do better via commissions, etc. too.<p>My understanding is that Citadel negotiated directly with SA to buy the book, so the final trades were likely taking place outside of the formal market feeds.</p>
]]></description><pubDate>Mon, 03 Aug 2026 20:05:37 +0000</pubDate><link>https://news.ycombinator.com/item?id=49160740</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49160740</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49160740</guid></item><item><title><![CDATA[New comment by cl42 in "Situational Awareness and the Impending Stock Market Volatility"]]></title><description><![CDATA[
<p>Author here. There is absolutely no AI used in any of the writing I do. We use AI to track news and better understand global and economic developments.</p>
]]></description><pubDate>Mon, 03 Aug 2026 14:10:01 +0000</pubDate><link>https://news.ycombinator.com/item?id=49156026</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49156026</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49156026</guid></item><item><title><![CDATA[New comment by cl42 in "Situational Awareness and the Impending Stock Market Volatility"]]></title><description><![CDATA[
<p>You'll have to clarify -- do you mean the fund, or our hypothesis on reflexivity and the value of AI assets?</p>
]]></description><pubDate>Mon, 03 Aug 2026 06:53:24 +0000</pubDate><link>https://news.ycombinator.com/item?id=49152092</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49152092</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49152092</guid></item><item><title><![CDATA[Situational Awareness and the Impending Stock Market Volatility]]></title><description><![CDATA[
<p>Article URL: <a href="https://www.emergingtrajectories.com/lh/situational-awareness-bigger-picture/">https://www.emergingtrajectories.com/lh/situational-awareness-bigger-picture/</a></p>
<p>Comments URL: <a href="https://news.ycombinator.com/item?id=49151871">https://news.ycombinator.com/item?id=49151871</a></p>
<p>Points: 72</p>
<p># Comments: 55</p>
]]></description><pubDate>Mon, 03 Aug 2026 06:17:53 +0000</pubDate><link>https://www.emergingtrajectories.com/lh/situational-awareness-bigger-picture/</link><dc:creator>cl42</dc:creator><comments>https://news.ycombinator.com/item?id=49151871</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49151871</guid></item></channel></rss>